When can a client upload documents?

While full medical records must come from a physician, we may request that the client provide specific test results to expedite a decision. This includes:

  • Laboratory results (blood work/urinalysis)
  • Imaging reports (CT or MRI results)
  • Specialized screenings (e.g., colonoscopy results)

The process for specific test results:

  1. Ethos sends a secure questionnaire to the client’s email address on file.
  2. The email contains a link to a secure portal with a built-in attachment feature.
  3. The client clicks the link and attaches the requested records directly.
  4. Once submitted, the files are instantly attached to the pending application for the underwriter to review.

Updated